See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,017 | $48,277+45.0% | $67,511+3.7% | $80,874-13.4% |
| Participation rate | 47.8% | 66.4%-18.6pp | 72.9%-25.1pp | 67.6%-19.8pp |
| Annual return | 15.12% | 18.27%-3.1pp | 3517.41%-3502.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,759 | $2,021-13.0% | $2,733-35.6% | $2,756-36.2% |
| Participant deferral / active EE | $3,101 | $2,926+6.0% | $4,000-22.5% | $4,297-27.8% |
| Admin fee / account holder | $7,794 | $3,687+111.4% | $3,999+94.9% | $6,935+12.4% |